Advisor profile


My approach

I believe that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.

Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations including tax and retirement planning strategies and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.

Fortunately, I believe that even the most complex financial issues can be handled with the help of a dedicated advisor who is experienced and knowledgeable about the realities of wealth.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of General Studies, University of Michigan, Ann Arbor, Mich., 1987

Interests

My greatest interest is my family. We enjoy traveling and scuba diving.

Community participation

  • Andrews University Board of Trustees
  • Andrews University President's Advisory Council
  • Berrien Community Foundation, Member
  • Lakeland Health Foundation Board of Trustees, Chair
  • Lakeland Health Board, Finance Committee

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Hall of Fame, 2013
  • Ameriprise Circle of Success, 2012
  • Ameriprise Premier Franchise Consultant, 2010, 2012

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.